LifeBridge Solutions

What LifeBridge Solutions does

LifeBridge Solutions is a privately held for-profit advisory firm founded in 2009 and headquartered in Beverly Hills, California, that assists older adults with financial management, healthcare decisions, and life transitions. The company's stated scope spans three interrelated domains — personal finance, healthcare navigation, and major life events — and is delivered to a consumer end market of aging individuals and their families rather than to enterprise or institutional buyers.

The firm operates with a headcount of 11–50 employees under founder and president Sheri Samotin, who has led the company since inception. No proprietary technology platform, patents, trademarks, integrations, or app are documented in the available data, and the firm shows no disclosed funding, investors, or parent-company relationships; most public-source fields returned only a loading/verification placeholder, leaving the underlying service delivery model, pricing, and channel mix unverified.

Commercially, the model appears to be a localized professional-services practice rather than a scalable software or SaaS business, with no disclosed pricing model, marketing channels, distribution arrangements, named customers, or partnership ecosystem. The combination of a 15-year operating history, single-leader governance, small employee count, and absence of any disclosed capital raise or technology footprint is consistent with a boutique advisory practice serving a defined regional client base.

Name

LifeBridge Solutions

Website

https://lifebridgesolutions.com

Company type

Private

Founded year

2009

Headcount range

11–50 employees

Short description

LifeBridge Solutions is a private Beverly Hills-based advisory firm, founded in 2009, that helps older adults and their families navigate financial management, healthcare decisions, and major life transitions through personalized consulting services.

Ownership category

akta.pro rank

Product category

Senior Life Care Advisory Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412), Home Health Care Services (621610)

SIC

Services-Home Health Care Services (8082), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYHSABAIAB

Care Navigation & Service Coordination (Medical, Social, Community)

Home & Personal Services/Elder Care & In-Home Care Services/Care Coordination & Geriatric Care Management

SECONDARYBPAGAEAF

Elder Services & Aging Support

Business & Public Services/Nonprofit, NGO & Social Services/Social Services & Community Support (Food, Housing, Family)

SECONDARYHSABAIAD

Chronic Care & Complex Care Management

Home & Personal Services/Elder Care & In-Home Care Services/Care Coordination & Geriatric Care Management

Keywords

• Senior care consulting
• Elder life planning
• Aging financial advisory
• Healthcare decision support
• Life transition services

Headquarters

HQ city

Beverly Hills

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

LifeBridge Solutions provides personalized advisory and management services to older adults and their families, helping them navigate financial management decisions, healthcare choices, and major life transitions such as relocation or downsizing. The firm delivers its services through direct consulting engagements rather than packaged products or technology platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Senior Life Advisory Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Direct peers

• Wellthy: Wellthy provides tech-enabled care coordination and family caregiving support for older adults and chronically ill individuals. Directly comparable to LifeBridge's care-navigation and life-transition support, but delivered via a digital platform with employer and insurance channel distribution rather than local advisor relationships.
• A Place for Mom: A Place for Mom is the largest senior-living advisory and referral network in North America, helping families navigate housing, care, and life transitions. Overlaps directly with LifeBridge's "life transitions" and healthcare-decision support, though A Place for Mom focuses narrowly on senior housing referrals rather than holistic financial and clinical coordination.
• Patina Health: Patina Health delivers primary care and care-navigation services specifically designed for adults 65+. Comparable in serving the same older-adult demographic with combined clinical-decision support and life-transition coordination, but with a tech-enabled primary-care delivery model rather than an advisory/fee-for-service structure.
• CareLinx: CareLinx is a nationwide caregiver marketplace and care-coordination platform for seniors and individuals with disabilities. Compares to LifeBridge on the elder-care-coordination angle, but operates as a tech-enabled marketplace rather than a localized high-touch advisory practice.

Broad incumbents

• Honor Technology: Honor operates one of the largest non-medical home care networks for older adults in the U.S., with a tech platform matching caregivers to clients. Broader incumbent in the elder-care-services space—its care-management layer overlaps with LifeBridge's coordination of in-home support, though its core offering is the care delivery itself.
• Senior Helpers: Senior Helpers is a national franchise providing in-home personal care, dementia care, and companion services for seniors. Compares as a broad incumbent in elder care, though its franchise-driven model delivers direct caregiving rather than the advisory/coordination focus of LifeBridge.

Emerging players

• Papa: Papa pairs older adults with "Papa Pals" for companion support, transportation, and help with daily tasks through health-plan and employer channels. An emerging player in the senior-support coordination space with partial functional overlap to LifeBridge's life-transition and care-navigation support, especially for the Medicare Advantage population.

Regional players

• Caring.com: Caring.com is an online senior-care resource and referral platform covering senior living, in-home care, and aging-in-place services across the U.S. Comparable as an information, referral, and lead-generation layer for families making elder-care decisions, partly overlapping LifeBridge's advisory function at a much broader but lower-touch scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/lifebridge-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LifeBridge Solutions